Associate Financial Adviser – Your Pathway to Full Advice Sydney CBD | $100k–$120k + Super + Bonus | Flexible Working
Why this role is different
Most associate roles keep you stuck in the back office.
This one doesn't.
You'll be working shoulder-to-shoulder with a lead adviser at a platinum-rated boutique firm, sitting in on client meetings, shaping strategy, and when you're ready starting to manage your own clients.
It's a deliberate, structured runway to becoming a fully-fledged adviser.
The firm
A flagship boutique advisory practice in the Sydney CBD.
A team of 100.
Clients with $2m–$50m in FUM.
A reputation for genuinely holistic, boundary-pushing advice and a culture that invests in developing its people, not just keeping them busy.
A typical week
Providing technical support to your Principal Adviser
Bridging paraplanning and administration to keep advice moving
Drafting advice documents and helping formulate client strategies




Preparing Alternative Strategies & Product Working Papers for Best Interests Duty
Researching products and building comparisons that genuinely fit client needs
Attending client meetings and contributing to the conversation
Gradually taking ownership of your own book of clients
Is this you?
3+ years as a Paraplanner or CSM in financial planning
Technically strong, with a real appetite to keep learning
Working towards your industry qualifications
Polished, skilled and a confident communicator
Someone who genuinely cares about getting it right for clients
What you'll get back
A platinum-rated practice.
A salary of $100k–$120k + Super + Bonus.
Flexible working.
And most importantly a clear, mapped-out path from associate to adviser.
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📌 Associate Financial Adviser (New South Wales)
🏢 Cartwright Jones
📍 New South Wales